Correlation
The correlation between SEQUX and VOO is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
SEQUX vs. VOO
Compare and contrast key facts about Sequoia Fund (SEQUX) and Vanguard S&P 500 ETF (VOO).
SEQUX is managed by Sequoia. It was launched on Jul 15, 1970. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEQUX or VOO.
Performance
SEQUX vs. VOO - Performance Comparison
Loading data...
Key characteristics
SEQUX:
1.49
VOO:
0.70
SEQUX:
1.86
VOO:
1.05
SEQUX:
1.27
VOO:
1.15
SEQUX:
1.78
VOO:
0.69
SEQUX:
7.70
VOO:
2.62
SEQUX:
2.80%
VOO:
4.93%
SEQUX:
15.61%
VOO:
19.55%
SEQUX:
-45.81%
VOO:
-33.99%
SEQUX:
-0.43%
VOO:
-3.45%
Returns By Period
In the year-to-date period, SEQUX achieves a 11.62% return, which is significantly higher than VOO's 1.00% return. Over the past 10 years, SEQUX has underperformed VOO with an annualized return of 7.75%, while VOO has yielded a comparatively higher 12.81% annualized return.
SEQUX
11.62%
4.68%
8.51%
23.07%
15.15%
13.69%
7.75%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SEQUX vs. VOO - Expense Ratio Comparison
SEQUX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SEQUX vs. VOO — Risk-Adjusted Performance Rank
SEQUX
VOO
SEQUX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sequoia Fund (SEQUX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Loading data...
Dividends
SEQUX vs. VOO - Dividend Comparison
SEQUX's dividend yield for the trailing twelve months is around 4.45%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEQUX Sequoia Fund | 4.45% | 4.97% | 0.00% | 3.09% | 14.82% | 13.50% | 8.14% | 25.71% | 13.72% | 18.84% | 5.07% | 1.93% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SEQUX vs. VOO - Drawdown Comparison
The maximum SEQUX drawdown since its inception was -45.81%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SEQUX and VOO.
Loading data...
Volatility
SEQUX vs. VOO - Volatility Comparison
The current volatility for Sequoia Fund (SEQUX) is 2.95%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that SEQUX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...